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Vanguard World Funds Extended Duration ETF
EDV

125 hedge funds and large institutions have $456M invested in Vanguard World Funds Extended Duration ETF in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 40 increasing their positions, 26 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 20

54% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 26

15% more funds holding

Funds holding: 109 → 125 (+16)

8% more capital invested

Capital invested by funds: $423M → $456M (+$32.6M)

1% more call options, than puts

Call options by funds: $5.1M | Put options by funds: $5.06M

1.18% less ownership

Funds ownership: 32.69% → 31.52% (-1.2%)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
125
Holders Change
+16
Holders Change %
+14.68%
% of All Funds
1.97%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
38
Increased
40
Reduced
26
Closed
20
Calls
$5.1M
Puts
$5.06M
Net Calls
+$38K
Net Calls Change
-$43.1M

Top Buyers

Rank Fund Capital Flow
1
IA
IFP Advisors
Florida
+$17.5M
2
FS
Ferguson Shapiro
Georgia
+$16.9M
3
Ameriprise
Ameriprise
Minnesota
+$16.5M
4
Morgan Stanley
Morgan Stanley
New York
+$14.1M
5
Citadel Advisors
Citadel Advisors
Florida
+$13.2M

Top Sellers

Rank Fund Capital Flow
1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$45.3M
2
AAS
Ameritas Advisory Services
Nebraska
-$12M
3
N
Natixis
France
-$8.71M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.68M
5
QAM
Q3 Asset Management
Michigan
-$5.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
AT
76
American Trust
Kentucky
$375K +$395K +3,082 New
FWM
77
Fingerlakes Wealth Management
New York
$366K +$33.4K +261 +10%
RA
78
RFG Advisory
Alabama
$343K +$12.2K +95 +3%
GHAM
79
Gilman Hill Asset Management
Connecticut
$332K +$64.7K +505 +23%
Citigroup
80
Citigroup
New York
$319K – – –
Stifel Financial
81
Stifel Financial
Missouri
$263K +$52.1K +407 +23%
SIAG
82
Safeguard Investment Advisory Group
California
$252K -$1.79K -14 -0.7%
IC
83
IEQ Capital
California
$251K +$264K +2,060 New
OMC
84
Old Mission Capital
Illinois
$246K +$259K +2,021 New
FAT
85
First American Trust
California
$241K +$254K +1,981 New
KAS
86
Kestra Advisory Services
Texas
$233K -$118K -921 -32%
SC
87
Sepio Capital
Utah
$224K -$797K -6,225 -77%
VVP
88
Venture Visionary Partners
Ohio
$223K -$354K -2,763 -60%
BCM
89
Brookstone Capital Management
Illinois
$223K +$258K +2,013 New
Simplex Trading
90
Simplex Trading
Illinois
$161K +$170K +1,324 New
CAL
91
Capital Analysts LLC
Pennsylvania
$135K +$897 +7 +0.6%
BCMIO
92
Beacon Capital Management Inc (Ohio)
Ohio
$133K -$45.3M -353,538 -100%
BAM
93
Belpointe Asset Management
Nevada
$129K +$41.9K +327 +45%
AF
94
Allworth Financial
California
$109K +$115K +895 New
SWM
95
Spire Wealth Management
Virginia
$97K -$19.2K -150 -16%
PFA
96
Professional Financial Advisors
Nebraska
$68K +$71.9K +561 New
Fidelity Investments
97
Fidelity Investments
Massachusetts
$53K +$2.43K +19 +5%
GWSG
98
GPS Wealth Strategies Group
Colorado
$52K – – –
APA
99
American Portfolios Advisors
New York
$42.4K -$1.25M -9,744 -97%
KFAA
100
Klaas Financial Asset Advisors
Illinois
$37K – – –
2 3
4
5 6

EDV Hedge Fund Activity: Q1 2022 in Review

125 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q1 2022, worth a combined $456M — up 7.7% from $423M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new EDV positions and 20 closed out — a net gain of 18 holders — while 40 added to existing stakes and 26 trimmed.

The largest buyer was IFP Advisors, adding an estimated $17.5M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $45.3M.

  • 125 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q1 2022, up from 109 in Q4 2021.
  • Funds reported $456M of Vanguard World Funds Extended Duration ETF stock for Q1 2022, up 7.7% quarter-over-quarter.
  • 38 funds opened new Vanguard World Funds Extended Duration ETF positions in Q1 2022 and 20 closed out, a net change of +18 holders.
  • The largest Vanguard World Funds Extended Duration ETF buyer in Q1 2022 was IFP Advisors, an estimated $17.5M added.
  • The largest Vanguard World Funds Extended Duration ETF seller in Q1 2022 was Beacon Capital Management Inc (Ohio), an estimated $45.3M sold.

Based on aggregated 13F filings for Q1 2022.